Learn how to live a tax free retirement

Is that really possible?

With Americans living longer than ever before, many fear they will outlive their retirement savings. By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.

Please Join us for this complimentary informational seminar at Bella Donna's at Grand Lake. We will discuss how to create a solid life after work plan.

Seating is limited, so sign up today!

Did you know?

• Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuates
• A couple will spend an estimated $245,000 on healthcare throughout retirement
• Inflation can lower the value of your savings from year to year
• Nearly 60% of retirees don’t budget for entertainment and activities

We will be discussing:

• Learn how to protect yourself against future drops in the market without sacrificing the chance to grow your money now.
• Learn the five biggest risks to a secure retirement – and how to overcome them.
• Learn why your IRA/401(k) is a potential tax disaster – and what you can do about it.
• Learn how to make the right choices with your Social Security benefits.
• Learn how the new tax reform bill could impact your bottom line and your retirement nest egg.

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

You don’t want to miss this workshop if you own an IRA, 401(k) or other investment accounts.

Spouses are encouraged to attend!

Seating is limited. Register now!